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D.A. Davidson & Co’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

D.A. Davidson & Co’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Sell
10,846
-114
-1% -$5.61K ﹤0.01% 1168
2026
Q1 		$494K Buy
10,960
+58
+0.5% +$2.71K ﹤0.01% 1180
2025
Q4 		$487K Sell
10,902
-428
-4% -$19.1K ﹤0.01% 1154
2025
Q3 		$500K Sell
11,330
-127
-1% -$5.4K ﹤0.01% 1130
2025
Q2 		$467K Buy
11,457
+1,418
+14% +$54.7K ﹤0.01% 1080
2025
Q1 		$385K Sell
10,039
-262
-3% -$10.9K ﹤0.01% 1126
2024
Q4 		$431K Sell
10,301
-682
-6% -$29.8K ﹤0.01% 1069
2024
Q3 		$471K Buy
10,983
+726
+7% +$29.9K ﹤0.01% 1033
2024
Q2 		$404K Sell
10,257
-117
-1% -$4.64K ﹤0.01% 1063
2024
Q1 		$431K Sell
10,374
-229
-2% -$8.98K ﹤0.01% 1040
2023
Q4 		$415K Sell
10,603
-1,709
-14% -$60.1K ﹤0.01% 1015
2023
Q3 		$429K Sell
12,312
-727
-6% -$26.8K ﹤0.01% 967
2023
Q2 		$482K Buy
13,039
+1,537
+13% +$54.3K 0.01% 939
2023
Q1 		$407K Buy
11,502
+2,302
+25% +$83.7K ﹤0.01% 956
2022
Q4 		$314K Sell
9,200
-171
-2% -$5.97K ﹤0.01% 1027
2022
Q3 		$300K Hold
9,371
– – ﹤0.01% 1002
2022
Q2 		$307K Sell
9,371
-870
-8% -$31.3K ﹤0.01% 1002
2022
Q1 		$408K Hold
10,241
– – ﹤0.01% 952
2021
Q4 		$430K Sell
10,241
-2,606
-20% -$116K ﹤0.01% 927
2021
Q3 		$559K Buy
12,847
+3,868
+43% +$171K 0.01% 804
2021
Q2 		$405K Buy
8,979
+424
+5% +$18.9K ﹤0.01% 892
2021
Q1 		$368K Buy
+8,555
New +$361K ﹤0.01% 892
2020
Q2 		– Sell
-13,477
Closed -$291K – 999
2020
Q1 		$291K Buy
+13,477
New +$380K 0.01% 755

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

D.A. Davidson & Co's NUSC Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1% in Q2 2026, selling an estimated $5.61K and leaving 10,846 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

D.A. Davidson & Co first reported a position in NUSC in Q1 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • D.A. Davidson & Co held 10,846 shares of Nuveen ESG Small-Cap ETF worth $565K as of Q2 2026.
  • D.A. Davidson & Co sold 114 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $5.61K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1168 holding.
  • D.A. Davidson & Co first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.